Using Notes

1. Go to Desktop > Notes.
2. Click on the desired notebook where you want to create the notes. Click New Note or click on the icon on the right side of the screen.

   

3. Enter the title and type your notes in the Note box and click Spell Check to identify and correct any spelling errors.
4. If you are creating a personal note, click the Private checkbox. In the Note List, a lock icon is displayed beside the note, indicating that it is personal.

   

5. To add Attachments, click on the Select button and choose the file from the desired location. You can also drag and drop a file in the box from your windows explorer.
6. There are two options while saving. Click Save to save the note in the Note List as a simple note, or click Save as template to save the note as a template which can be used again in future.

• To edit a note, click on the icon. Make the required changes and click Save.

  

• To delete a note, click on the icon. If you want to delete, click OK, or to exit, click Cancel.

• To search a note, type a word or phrase related to the note and click the icon.

  

• When the search results are displayed, you find the note in the Note List.

The history button on the top right of the main screen helps to keep track of what your team is working at many levels.

When you click on the History button on the list screen or inside a note, you will be able to see the changes made to a notebook or notes.

To learn more details about the history button, click here.

With AI assist in notes you can instantly summarize your notes. The assistant identifies tasks and events within your text and adds them to your schedule automatically, saving you from manual data entry.

To use the AI assistant in notes:

1. Go to Desktop > Notes.
2. Select a notebook from the dropdown and click on the New Note or click on the icon on the right side of the screen.

   

3. Enter the title.
4. Enter your content with tasks and events in the Description section and click on AI Assist button on the right.

   

5. Next step you will see that the AI will analyze the content and show you all the action items.

   

6. Click on the Transfer to Form button.
7. You will find the AI analysis results in the form of properly arranged tasks and events.

   

8. From the dropdown you can select task or event. Select the appropriate date.
9. You can delete a task or event by clicking on the icon on the right.
10. Finally select the Privacy and then click on Save.
11. After saving you will see all the events saved in your OffieClip Calendar.

    

12. You will see all the saved tasks in your OfficeClip Tasks module.

    

13. In the tasks you can change the status, priority, and assigned to as per your needs.